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LVW Advisors’s American Electric Power AEP Stock Holding History

LVW Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
12,538
-199
-2% -$26.2K 0.15% 84
2026
Q1 		$1.67M Sell
12,737
-3,123
-20% -$391K 0.16% 74
2025
Q4 		$1.83M Sell
15,860
-411
-3% -$48.5K 0.19% 69
2025
Q3 		$1.83M Sell
16,271
-810
-5% -$88.6K 0.19% 73
2025
Q2 		$1.77M Buy
17,081
+986
+6% +$103K 0.19% 72
2025
Q1 		$1.76M Buy
16,095
+1,171
+8% +$119K 0.21% 67
2024
Q4 		$1.38M Buy
14,924
+494
+3% +$47.8K 0.17% 88
2024
Q3 		$1.48M Buy
14,430
+1,137
+9% +$111K 0.19% 85
2024
Q2 		$1.17M Buy
13,293
+1,635
+14% +$143K 0.17% 87
2024
Q1 		$1M Buy
11,658
+3,535
+44% +$287K 0.17% 91
2023
Q4 		$660K Buy
+8,123
New +$631K 0.12% 122

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LVW Advisors's AEP Position: Q2 2026 in Review

LVW Advisors reduced its American Electric Power (AEP) stake by 1.6% in Q2 2026, selling an estimated $26.2K and leaving 12,538 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #84.

LVW Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q3 2025. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • LVW Advisors held 12,538 shares of American Electric Power worth $1.72M as of Q2 2026.
  • LVW Advisors sold 199 American Electric Power shares in Q2 2026, an estimated $26.2K.
  • American Electric Power made up 0.15% of LVW Advisors's portfolio in Q2 2026, its #84 holding.
  • LVW Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's American Electric Power position peaked at $1.83M in Q3 2025.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.